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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589,057 | $157,276+274.5% | $141,177+317.2% | $152,885+285.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 14.67% | 64.33%-49.7pp | 71.40%-56.7pp | 345.39%-330.7pp |
| Employer contribution / active EE | $2,080 | $5,262-60.5% | $4,736-56.1% | $4,763-56.3% |
| Participant deferral / active EE | $11,020 | $7,110+55.0% | $6,710+64.2% | $5,851+88.4% |
| Admin fee / account holder | $3,682 | $12,123-69.6% | $10,263-64.1% | $11,598-68.3% |